Keys to Getting Things Done®
This live Webinar will give a fast & fun overview on the keys for Getting Things Done, led by a Senior Coach. Learn about the best practices and tools for managing the five phases of your workflow: Collect, Process, Organize, Review & Do. Experience a “mind sweep” and walk through the decision making model for moving your input from “stuff” to clear outcomes and actions. Get tips for setting up a seamless system. A great overview if you’ve been wanting a better understanding of the “big picture” of managing your workflow with GTD.

February 16
March 15
April 19

GTD® & Outlook®
This live Webinar will give a detailed overview of the best practices for implementing GTD in Outlook. You’ll learn tips for setting up and managing Outlook Email, Calendar, Tasks, and Notes to support a seamless GTD system. See a demonstration of processing email (No, “inbox zero” isn’t an urban legend!) See examples of Task “contexts” and suggestions about how to structure your project and action lists.

Includes complimentary copy of our GTD & Outlook Setup Guide to assist you in your implementation of the recommended steps.

February 23
March 22
April 26

All webinars are held from 11am-12:30pm Pacific Time (California). Each webinar is $49. If you are planning on taking both, Keys to Getting Things Done is recommended before GTD & Outlook to build the foundation of best practices before the practical application.

Questions? Contact us at webinars@davidco.com.

“Yes, but not the way most people seem to understand goal setting. In my experience, the real value of defining desired futures is not so much in the world they describe, but the change in perception the process of setting goals fosters.”

DAVID’S FOOD FOR THOUGHT

THE VALUE OF GOALS

What we focus on changes what we notice. Our brain filters information, seeing one thing in a situation instead of something else, based on what we identify with, what we have our attention on, what we’re looking for—more or less consciously.

The reason for long-term goals is the permission they give us to identify with the greatest value we can so it changes our filtered perceptions. The future never shows up (have you noticed?—it’s always today!). But playing with it as a working blueprint can be a remarkably useful tool to see things (and how to do and have them) that you never saw before.

Subscribe to Productive Living. It’s free and sent about every 4 weeks. You’ll find essays from David Allen, thought-provoking quotes, and productivity tips you can use every day.

So what can you do to improve upon this? Make collection tools a part of your lifestyle. Keep them close by so no matter where you are you can collect a potentially valuable thought. Think of them as being indispensable as your toothbrush or your driver’s license or your glasses.

What can you do to plug the holes in your collection?

-David

Collect

Process

Organize

Review

Do

For each area, ask yourself:

What’s working well for me in this area now?

What would I like to improve upon in the coming year in each of these areas?

How I could support myself more in that?

Acknowledge yourself for how far you’ve come. Be realistic in your commitments about where you want to be.  GTD is a journey…

Happy New Year!

What are you doing better than in previous years? What’s more habitual for you? What’s easier for you now with the GTD methodology? How far have you come from when you first started with GTD that you could acknowledge yourself for?

We’d love to hear from you!

David answered this way . . .

It’s hard to get it any simpler than this:

• Keep meaningful stuff out of your head
• Make action and outcome decisions about the stuff sooner than later
• Organize reminders of those items in easy to view places
• Review it all and keep it current

Any one of those elements without the others won’t really produce that much value.

Capture everything that has your attention (Collect)

Make decisions about what it means and what you are going to do about it (Process)

Park those decisions in trusted places (Organize)

Step back to reflect on those choices from a clear, current, and creative place (Review)

So that you can make the best action choice  (Do)

So how will that help narrow down a To Do list the length of your driveway? You’ll want to pull in the  Criteria for Choosing model:

Context – What place, tool, or person will the action require? This is the first limitation for choosing–it has to be. If you’re not in the right place, don’t have the right tool, or access to the required person, you can’t take the action.

Time available – How much time do you have to take the action? If you have 20 minutes, consider actions that will take less than 20 minute choices.

Resources – What is your energy like to take the action? You’re probably doing this now more than you realize. Brain alert usually means you’ll make different choices than brain dead. Watch that. Honor that.

Priorities – What’s the most important one to choose based on your roles (20k), 1-2 year goals (30k), 3-5+ year strategy (40k) or purpose (50k+)?

How do I know what my priorities are? This is where the Horizons of Focus model comes in. Every level of that is valuable, but the Areas of Focus level in particular can be helpful for people in setting priorities.  Know what your job really is and “no” will come a little easier.

Finally, I would look at how you’re spending your time Doing.  This is where the Three-fold Nature of Work model comes in. No, this isn’t a fancy way to fold a shirt. It’s a way to look at how you spend your time:

Doing pre-defined work – Choosing from choices you’ve already made on your Calendar & Next Action lists

Doing work as it appears – New things that show up that you choose to work on (not always a bad thing by the way, even though it gets a bad rap as being the demise of productivity)

Defining work - Processing new inputs (swing back to Collect, Wash, Rinse, Repeat.)

Of those three, where do you spend more time than you think you should? And which one doesn’t get enough of your time? Would love to hear your thoughts on that in the comments.

I hope this has been a helpful series for you all!

Just joining this series? Read part one on Collect, part two on Process, or part three on Organize, or part four on Review.  There’s also a fantastic “Road to Black Belt” webinar series I did with Coach Meg Edwards on these best practices that’s available on GTD Connect.

Kelly Forrister is a senior coach & seminar presenter with the David Allen Company

You can participate in special GTD® webinars featuring two of the most popular and requested topics:  Keys to Mastering Workflow and Implementing GTD with Microsoft Outlook.  These webinars are presented a la carte for $49 each.

GTD Webinar: Keys to Mastering Workflow

Offered live only on Tuesday, November 29^th or Tuesday, December 13^th from 11:00 am – 12:30 pm PT

This fast-paced and inspirational webinar is based on the best practices of GTD’s five phases of mastering workflow. From capturing everything that has your attention to making trusted choices – this webinar will elevate your productivity levels and prepare you to get the right things done.

GTD Webinar: Implementing GTD with Outlook®

Offered live only on Thursday, December, 1^st or Thursday, December 15^th from 11:00 am – 12:30 pm PT

Join this structured and practical webinar to learn to effectively track projects and next actions, set up your email folders, and create a system for reference storage on Outlook. Get your life in control by managing your bigger vision while tracking the small details. 

Note: These webinars will be held live only and will not be available for replay. Don’t miss your opportunity to learn from an expert coach through these live events.

Register now for these live 90-minute interactive webinars. To increase learning and interaction, implementation questions via chat will be encouraged and answered throughout the webinars.

WHAT TO REVIEW:

There are 11 steps in the GTD Weekly Review.  David Allen recommends leading yourself through this every 7-10 days to get clear, current, and creative.

Get clear – ensure all your “stuff” is processed

Collect Loose Papers and Materials
Get “IN” to Zero
Empty Your Head
Get current – review your system and update lists

Review Action Lists
Review Previous Calendar Data
Review Upcoming Calendar
Review Waiting For List
Review Project (and Larger Outcome) Lists
Review Any Relevant Checklists

Get creative – follow your intuitive thinking

Review Someday Maybe List
Be Creative & Courageous

REVIEW SUCCESS FACTORS:

Review your system regularly.  Sounds simple and obvious enough, but this is a challenge for many GTDers.  The downside of letting Reviews lag is that you risk your mind starting to take back what it downloaded into your system. You start thinking about things more than they deserve and can start to get leaks in your system.

Any Review is better than no Review. Don’t have the recommended 1-2 hours to do a thorough Weekly Review? Dedicate whatever time you do have and choose the step that most has your attention for that week.

Give it time to make it a habit.  Try at least 4 Reviews before you decide you just can’t do them.  It takes time to groove new habits and create a new reference point. Once you really taste what clear, current, and creative feels like, you’ll move mountains to make it happen, regardless of how busy you are.

Stay focused on reviewing not doing. It’s tempting to get in to handling some things you find in your Review. That’s fine for the quick less than two-minute ones, but be careful that your Review doesn’t turn into a catch up on backlog time.

Pick a day and time that works for you. This is one of the most common questions we get asked as coaches. Any day works, as long as it works for you. Universally, Friday morning seems to be the most common day. Choose a time when you tend to be brain sharp, not brain toast. I would also pick a time that leaves you buffer room to handle things that would not be good to find/fix if no one else is around (like end of day Friday).

Hope this helps!

Just joining this series? Read part one on Collect, part two on Process, or part three on Organize. You’ll also find a few podcasts related to the Weekly Review in our free public podcast stream.  And David Allen has a Guided Weekly Review webinar on GTD Connect.

Kelly Forrister is a senior coach & seminar presenter with the David Allen Company

WHAT TO PROCESS:

Processing is the core fundamental thinking that defines the meaning of each item collected. Outcomes and next actions are determined for actionable items, and the non-actionable items are identified as trash, something potentially actionable in the future, or reference material. This decision process transforms unclear stuff into defined work.

Download a free version of the GTD Workflow Map illustrating Collect, Process, and Organize or view the classic version on page 32 of the Getting Things Done book.

KEY PROCESSING QUESTIONS:

1. What is it?
2. Is it actionable?
3. What’s the desired outcome? If it is multi-step, write it on your Projects/Outcomes list.
4. What’s the next (physical/visible) action? Write it on the appropriate Next Actions list.

PROCESSING SUCCESS FACTORS:

Give yourself enough processing time*.  Most people need an hour to an hour and a half per day of total processing time to process new inputs.  You can estimate how much time you need by factoring 30 seconds to process each input. For example, if you get 60 emails a day, you’ll need 1/2 hour of total time to process your email inbox to zero. By total time, we don’t necessarily mean in one block of uninterrupted time. It can also mean total time throughout the day.

Processing is not doing, it’s deciding. The only “doing” time recommended during processing are those items that will take less than 2 minutes to complete.

*processing is considered “defining work” time in GTD’s Threefold Nature of Work model described on page 50 of the Getting Things Done book.

Just joining this series? Read part one on Collect or part three on Organize.

Kelly Forrister is a senior coach & seminar presenter with the David Allen Company

WHAT TO COLLECT:

Every commitment unfinished is an “open loop”; and when it is tracked in your psyche, instead of your system, it will require energy and attention to track and maintain. Once the open loops are captured, you can manage completion by using an external system that takes much less energy than keeping it in your head. Every commitment unfinished requires management in a trusted system until it is done or discontinued.

COLLECTION SUCCESS FACTORS:

Capture it all (Get it out of your head)
Every open loop must be in your collection system and out of your head. Keep collection tools nearby so that no matter where you are, you can capture anything that has your attention. The result of this practice is to have everything out of your head. The less you track in your mind, the clearer you will be, and the more important and functional the collection tools will become, which allows for your mind to be optimally clear. This will make your collection tools more important.

As few collection tools as possible (Minimal number of locations)
Have as many as you need, but as few as you can get by with. You need collection tools wherever you are, since things that you want to capture may show up anywhere. However, if you have too many collection areas you won’t be motivated to empty them regularly.

Process them to empty regularly
Emptying the collection tools to process and organize is part of the daily processing routine. Emptying the collection tools does not mean that you have to finish what is in voicemail, email, or an in-tray; it just means that you have to take it out of the container, decide what it is, and decide what has to be done with it. If it is still unfinished, organize it into your system. You don’t put it back into “in”!

By the way, the word “empty” doesn’t mean complete the work– just define it and organize it.

Just joining this series? Read part two on Process.

Kelly Forrister is a senior coach & seminar presenter with the David Allen Company

• Set up Lotus Notes To Do’s for your projects and actions
• Use the calendar as a critical foundation for actions
• Get email to zero consistently
• Create useful reference lists
• Organize contacts
• Move faster with speed keys and shortcuts

Instructions in the Guide are primarily written based on Notes 8.5, with helpful references to differences in previous versions.

Read a free sample from the first few pages

Buy now from the DAC Store

Part one will kick off with a live webinar on September 22nd, going over GTD best practices and giving you tools to design a game plan for maximizing your efficiency and GTD systems. In other words, how well can you “do” GTD? How much better could your systems be?

At the end of the 14 days, on October 6th, part two will bring participants back together on a webinar to look back on your successes, lessons learned, and tips for making positive changes stick.

Intended for those who have at least a basic understanding of GTD, as it will build on the core models for control & perspective.

Login to GTD Connect to register through the links on the home page. Questions? Contact us at connect@davidco.com.

Senior Coach Kelly Forrister: I consider reading materials fall into two categories: nice to read and must read. Nice to read is like a newsstand. I can read it or not. Those are not tracked on any lists. they are organized into a plastic folder called “Read/Review”.  For must read items, those are tracked on my Next Action lists, just like any other action I am committed to complete. Those are organized based on where the reading takes place (@Office, @Home, @Anywhere or @Computer). The reading is typically stored in a project folder if it’s related to a project, an @Action email or hard copy folder, or I simply paste the URL if it’s a website into the note field of the next action in my list manager.

1/ Pre-determined work
2/ Doing work as it shows up
3/ Defining your work

What percentage of a person’s time should be dedicated to defining work?

David Allen: No rules here.  “Defining work” usually takes about 30 seconds per input (email, notes, paper, thoughts, etc.), which means 30 to 90 minutes a day for most professionals.

If you want a great guide to help you define your work, grab the free GTD Workflow Map illustrating the steps for processing & organizing.

David Allen: When you’re most productively engaged with whatever you’re doing, you won’t be concerned about balance, other projects, other things. You’ll simply be “on.” Time will disappear. There will be no sense of overwhelm. There will be no question about “work/life balance.” Those questions and issues only show up when you haven’t appropriately handled the specific issues, projects, problems ,or  opportunities in either realm. If you know and incorporate the best practices about how to put things onto “cruise control,” whether they’re finished or not, you can be fully present with whatever you put your attention on.

When: Thursday, August 25, 11am-12pm Pacific Time

Who: Hosted by GTD Connect–the online learning center for the David Allen Company

How: Login to gtdconnect.com to pre-register. Free for all GTD Connect members and current guest pass members.

David Allen: The more anyone around you is out of control, the more you need the GTD method! You can only be responsible for what YOU need to track about what THEY are supposed to be doing, and following up with them accordingly. Of course, the more they get onto this method, the more they’ll be doing their part…but you’re going to have to manage yourself, no matter what.

The more out of control your environment (including people), the more critical that you implement your own GTD process. You need to know what’s yours and what’s not, and manage your own “10 acres” with rigor. And as you hold new standards, it impacts everyone to some degree. Though there’s no guarantee, the more you manage your own stuff pristinely, the more people tend to engage with you at that level.

David Allen: You need to review everything on your list as often as you need to, to feel comfortable about whatever you’re doing, and that you’re not missing something that you should be doing instead. As you start doing regularly weekly reviews, it shouldn’t take but a quick glance to know what you’re not doing. I’ve met some people who look thru their digital lists and make a 3×5 card hand-written list of the hottest items, and work from that during the day! Do whatever you need to do, to get to confidence about your choices.

“The ability to make a creative mess, I think, is the optimal state to be in terms of your productivity, creativity, and it’s just a cool place to be.”

-David Allen

Listen now (about 20 minutes)

Question: Since I’m always completing “old” tasks and “generating” new tasks, my “list” ALWAYS has tasks to be completed. GTD is nice because you can see all task and never lose track of anything, but on the other hand it’s weird because it gives me the feeling that it never ends!

David Allen: The answer to your question is very simple: you’re never finished until you’re dead (if even then, on other levels of our existence).  The essence of GTD is to get yourself “in the driver’s seat” about what you’re doing, and want and need to do. It’s not about finishing everything. You don’t have to finish something to be free of it. You simply need to decide what it means to you, park the outcomes and actions in the appropriate places that you trust will be reviewed at the right time… and you’re free.

• Updated instructions and screenshots for setting up Tasks
• A new way to track Waiting For items when you send email
• Suggestions for using ‘Quick Steps’ to process email

Read a free sample from the email section

Buy now from the DAC Store

Question:

David Allen: At any time you can decide to do something that takes more than two minutes–you’re just deciding that’s the work to do at that moment, vs. “processing” your inbox to zero. Could be lots of reasons that it’s the thing to do. Also, if you’re on a 5-hr plane ride, you can spend as much time as you want on any of the items as you’re cleaning up your email, if you figure you’ll finish by the end of the trip anyway. No hard fast rules about any of that. The point is, if you want to see all your work, current, you can’t do that until your inbox is empty and all the work has been defined. And if you want that to happen asap, don’t spend longer than two minutes on any one item.

GTD in a Sales Role – June 17 from 10am-11am Pacific Time

Hear how two seasoned sales professionals apply GTD to managing opportunities, building relationships, and tracking tactical actions with clients.

Getting Started with GTD – June 27 from 11am-12pm Pacific Time

Get tips, tricks, and coaching strategies for getting started with GTD. Hear from two senior David Allen Company coaches about where to start (especially if you feel overwhelmed), helpful resources to access inside GTD Connect, suggested tools for your workspace, choosing a list manager, and more.

To learn more or register, visit GTDConnect.com.  Not a member but would like to attend a webinar? Try a free two-week guest pass.

DAVID’S FOOD FOR THOUGHT

Processing your work is part of your work

I’m struggling with my impatience. I’m not as neutral as I’d like to be yet about how many professionals regard their inbox processing time as “extra” work that they can’t find time to do.

The stress many people feel can be directly attributed to the avoidance of daily and weekly catching up—with the flood of emails, voice mails, meetings, projects, and other informational and actionable items.

Most people behave as if this stuff is relatively unimportant. I argue that it’s where much of their primary value lies. Knowledge workers are paid to bring their intelligence to bear on input, and improve things by doing that. The decision about what to do with an email and its contents, what it means in terms of the work and standards at hand, is knowledge work.

Keep reading David’s article.

Subscribe to Productive Living. It’s free and sent about every 3 weeks. You’ll find essays from David Allen, thought-provoking quotes, and productivity tips you can use every day.

A principle of Getting Things Done is to habitually write down everything that has your attention. Writing things down can be done with pen on paper, or typing into a computer, or any method that externalizes the thought. The key is to get it out of your head.

Then you need to assess whether you are going to commit to doing something about what you’ve written down. If so, what is the desired outcome? What does done look like? And what is the next action to get to that point? Alternately, you might decide not to do anything about it right now — it is something you will park on a someday/maybe list to reconsider in the future. Sometimes such a decision is difficult. Sometimes it is the first time you’ve really faced the issue with clarity, instead of merely having a nagging feeling about something you dread. There is a tendency, therefore, to not write down everything, to write down everything except those really tough issues.

Writing down everything is fundamentally different than writing down most things. The standing order to yourself to “write down everything” is not at all the same as “write down everything except that which I feel too bad about.” According to GTD, writing down everything is supposed to be an exercise that is free of value judgments. You are not supposed to think about, analyze, measure, assess, assign importance to, weigh against other things, etc. You are supposed to capture everything that has your attention as a discrete phase. If you are being selective in what you capture, you are cheating yourself. No matter how pristine and functional your trusted system appears to be, you will know it is incomplete. Most likely, especially during a review, you will keep remembering everything you did not want to capture. Your lists will become repellent to you as they will remind you, ironically, of what is conspicuously not on them.

If you had written down the things you dread, and made an up-front decision about them, they would be on a list somewhere. Perhaps as a project, a new area of focus, or a someday/maybe. By doing that, you have accepted the situation. By avoiding it, you have avoided acceptance. Putting something on a list in a GTD way, is really about acceptance.

The next time you review your GTD system, strive for acceptance of everything in your life, everything in your head, and write down what you have avoided so far. Be as honest with yourself as you can, and strive for being free.

Perhaps a good exercise is to ask yourself if those who know you best looked at your lists, what would they know was missing from them. It might not be easy to capture everything, and it might take months. It might be emotionally exhausting and you might find you have to pace yourself. Nothing is wrong with that.

Lastly, do not think everything you are holding back from your lists is negative stuff. What hopes and dreams do you have that you are not writing down? What are you avoiding writing down because you feel embarrassed or silly or irresponsible, or childish, or unrealistic, by having those thoughts? Learn to accept those and write them down too, for in them may be the beginning to your life’s fulfillment and greatest joys.

• Where’s your projects list?
• How complete and current is it?

- David Allen

For more tips from David about projects, check out the GTD Managing Projects set. Available on CD or MP3 download.